Precision Wealth Strategies’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Precision Wealth Strategies’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25,914	Closed	-$2.46M	–	113
2023 Q4	$2.46M	Sell	25,914 -9,948	-28%	-$935K	2.39%	7
2023 Q3	$3.36M	Buy	35,862 +10,111	+39%	+$947K	3.65%	7
2023 Q2	$2.41M	Buy	25,751 +7,315	+40%	+$691K	3.95%	5
2023 Q1	$1.75M	Buy	+18,436	New	+$1.74M	2.74%	6

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Precision Wealth Strategies's LDUR Position: Q1 2024 in Review

Precision Wealth Strategies sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2024, closing a stake of 25,914 shares — an estimated $2.46M sold.

Precision Wealth Strategies first reported a position in LDUR in Q1 2023 and held it in 4 quarters. The position peaked at $3.36M in Q3 2023. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2024.

Precision Wealth Strategies reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Precision Wealth Strategies sold 25,914 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2024, an estimated $2.46M.
Precision Wealth Strategies first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2023 and held it in 4 quarters.
Precision Wealth Strategies's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.36M in Q3 2023.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2024.

Based on Precision Wealth Strategies's 13F filing for Q1 2024, filed 1 May 2024.